Nixon Peabody Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6M | Sell |
84,708
-373
| -0.4% | -$108K | 1.9% | 11 |
|
|
2025
Q1 | $20.9M | Sell |
85,081
-273
| -0.3% | -$67K | 1.77% | 11 |
|
|
2024
Q4 | $20.5M | Buy |
85,354
+956
| +1% | +$229K | 1.69% | 16 |
|
|
2024
Q3 | $17.8M | Buy |
84,398
+442
| +0.5% | +$93.2K | 1.48% | 20 |
|
|
2024
Q2 | $17M | Sell |
83,956
-2,780
| -3% | -$562K | 1.51% | 20 |
|
|
2024
Q1 | $17.4M | Buy |
86,736
+3,237
| +4% | +$648K | 1.6% | 19 |
|
|
2023
Q4 | $14.2M | Buy |
83,499
+68,986
| +475% | +$11.7M | 1.59% | 24 |
|
|
2023
Q3 | $2.1M | Sell |
14,513
-5,348
| -27% | -$776K | 1.76% | 22 |
|
|
2023
Q2 | $2.89M | Sell |
19,861
-10,165
| -34% | -$1.48M | 2.34% | 6 |
|
|
2023
Q1 | $3.91M | Buy |
30,026
+655
| +2% | +$85.4K | 2.74% | 5 |
|
|
2022
Q4 | $3.94M | Sell |
29,371
-1,200
| -4% | -$161K | 3.2% | 3 |
|
|
2022
Q3 | $3.19M | Sell |
30,571
-17,495
| -36% | -$1.83M | 2.71% | 4 |
|
|
2022
Q2 | $5.41M | Sell |
48,066
-2,923
| -6% | -$329K | 2.45% | 6 |
|
|
2022
Q1 | $6.95M | Sell |
50,989
-2,620
| -5% | -$357K | 2.39% | 6 |
|
|
2021
Q4 | $8.49M | Buy |
53,609
+2,149
| +4% | +$340K | 2.57% | 5 |
|
|
2021
Q3 | $8.42M | Buy |
51,460
+1,873
| +4% | +$307K | 3.04% | 4 |
|
|
2021
Q2 | $7.71M | Sell |
49,587
-2,010
| -4% | -$313K | 2.97% | 4 |
|
|
2021
Q1 | $7.85M | Sell |
51,597
-2,000
| -4% | -$304K | 3.18% | 4 |
|
|
2020
Q4 | $6.81M | Buy |
53,597
+163
| +0.3% | +$20.7K | 2.87% | 5 |
|
|
2020
Q3 | $5.14M | Buy |
53,434
+1,389
| +3% | +$134K | 2.37% | 9 |
|
|
2020
Q2 | $4.9M | Buy |
52,045
+2,172
| +4% | +$204K | 2.48% | 8 |
|
|
2020
Q1 | $4.49M | Sell |
49,873
-559
| -1% | -$50.3K | 2.77% | 7 |
|
|
2019
Q4 | $7.03M | Sell |
50,432
-172
| -0.3% | -$24K | 3.5% | 3 |
|
|
2019
Q3 | $5.96M | Buy |
50,604
+4,322
| +9% | +$509K | 3.17% | 4 |
|
|
2019
Q2 | $5.18M | Buy |
46,282
+6,735
| +17% | +$753K | 2.92% | 5 |
|
|
2019
Q1 | $4M | Buy |
39,547
+4,242
| +12% | +$429K | 2.62% | 9 |
|
|
2018
Q4 | $3.45M | Buy |
35,305
+104
| +0.3% | +$10.2K | 2.72% | 6 |
|
|
2018
Q3 | $3.97M | Buy |
35,201
+1,738
| +5% | +$196K | 2.71% | 4 |
|
|
2018
Q2 | $3.49M | Buy |
33,463
+2,146
| +7% | +$224K | 2.7% | 6 |
|
|
2018
Q1 | $3.44M | Sell |
31,317
-1,835
| -6% | -$202K | 3.09% | 5 |
|
|
2017
Q4 | $3.55M | Buy |
33,152
+245
| +0.7% | +$26.2K | 3.05% | 6 |
|
|
2017
Q3 | $3.14M | Buy |
32,907
+215
| +0.7% | +$20.5K | 2.86% | 6 |
|
|
2017
Q2 | $2.99M | Buy |
32,692
+1,455
| +5% | +$133K | 2.77% | 6 |
|
|
2017
Q1 | $2.74M | Sell |
31,237
-357
| -1% | -$31.4K | 2.58% | 8 |
|
|
2016
Q4 | $2.73M | Buy |
31,594
+160
| +0.5% | +$13.8K | 2.65% | 9 |
|
|
2016
Q3 | $2.09M | Sell |
31,434
-4,026
| -11% | -$268K | 2.05% | 14 |
|
|
2016
Q2 | $2.2M | Sell |
35,460
-220
| -0.6% | -$13.7K | 1.91% | 15 |
|
|
2016
Q1 | $2.11M | Buy |
35,680
+1,325
| +4% | +$78.5K | 1.88% | 17 |
|
|
2015
Q4 | $2.27M | Buy |
+34,355
| New | +$2.27M | 2.07% | 13 |
|